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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,483 | $94,031+77.1% | $115,768+43.8% | $82,448+101.9% |
| Participation rate | 31.0% | 70.4%-39.5pp | 74.4%-43.4pp | 68.1%-37.1pp |
| Annual return | 11.73% | 20.61%-8.9pp | 100.46%-88.7pp | 41.64%-29.9pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,403 | $3,972-39.5% | $4,917-51.1% | $4,139-42.0% |
| Admin fee / account holder | $16,444 | $10,249+60.4% | $12,439+32.2% | $7,234+127.3% |